Purchases and Sales Made in Q1 2025 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17+ 0.48% |
$8.62K - $9.58K
|
3.53K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17+ 0.29% |
$8.62K - $9.58K
|
5.89K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
16+ 0.36% |
$8.11K - $9.02K
|
4.41K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16+ 2.41% |
$8.11K - $9.02K
|
680
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
16+ 0.4% |
$8.11K - $9.02K
|
4.04K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.4% |
$8.11K - $9.02K
|
684
$425K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16+ 1.46% |
$8.11K - $9.02K
|
1.11K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
16+ 4.15% |
$8.11K - $9.02K
|
402
$250K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.02% |
$8.11K - $9.02K
|
77.5K
$48.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
15+ 0.55% |
$7.61K - $8.46K
|
2.74K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
15+ 0.03% |
$7.61K - $8.46K
|
52K
$32.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
15+ 3.9% |
$7.61K - $8.46K
|
400
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
15+ 0.36% |
$7.61K - $8.46K
|
4.17K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
15+ 3.28% |
$7.61K - $8.46K
|
473
$294K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
15+ 1.18% |
$7.61K - $8.46K
|
1.29K
$800K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.63% |
$7.61K - $8.46K
|
2.4K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
14+ 0.48% |
$7.1K - $7.89K
|
2.96K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.42% |
$7.1K - $7.89K
|
3.38K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14+ 0.69% |
$7.1K - $7.89K
|
2.03K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
13+ 0.54% |
$6.59K - $7.33K
|
2.41K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13+ 0.29% |
$6.59K - $7.33K
|
4.48K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
13+ 0.12% |
$6.59K - $7.33K
|
10.6K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13+ 0.77% |
$6.59K - $7.33K
|
1.7K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
13+ 3.17% |
$6.59K - $7.33K
|
423
$263K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
13+ 2.59% |
$6.59K - $7.33K
|
515
$320K
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
13+ 2.0% |
$6.59K - $7.33K
|
662
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
12+ 0.36% |
$6.08K - $6.76K
|
3.34K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
12+ 2.02% |
$6.08K - $6.76K
|
606
$376K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
12+ 9.52% |
$6.08K - $6.76K
|
138
$85.7K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
12+ 0.34% |
$6.08K - $6.76K
|
3.54K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$6.08K - $6.76K
|
4.77K
$2.96M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
12+ 2.58% |
$6.08K - $6.76K
|
478
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
11+ 0.37% |
$5.58K - $6.2K
|
2.95K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 0.53% |
$5.58K - $6.2K
|
2.07K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
11+ 0.92% |
$5.58K - $6.2K
|
1.21K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.48% |
$5.58K - $6.2K
|
2.29K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11+ 2.35% |
$5.58K - $6.2K
|
479
$297K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
11+ 0.38% |
$5.58K - $6.2K
|
2.91K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
11+ 1.19% |
$5.58K - $6.2K
|
937
$582K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11+ 0.14% |
$5.58K - $6.2K
|
8.07K
$5.01M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10+ 0.08% |
$5.07K - $5.64K
|
12.3K
$7.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10+ 0.06% |
$5.07K - $5.64K
|
16.1K
$9.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
10+ 0.57% |
$5.07K - $5.64K
|
1.78K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 1.58% |
$5.07K - $5.64K
|
641
$398K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
10+ 3.52% |
$5.07K - $5.64K
|
294
$183K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.58% |
$5.07K - $5.64K
|
1.73K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.62% |
$5.07K - $5.64K
|
1.63K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10+ 1.2% |
$5.07K - $5.64K
|
843
$523K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10+ 0.24% |
$5.07K - $5.64K
|
4.18K
$2.59M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
10+ 1.23% |
$5.07K - $5.64K
|
822
$510K
|